Added to YB: 2026-03-02
Pitch date: 2026-02-26
PYPL [neutral]
PayPal Holdings, Inc.
+0.87%
current return
Author Info
No bio for this author
Company Info
PayPal Holdings, Inc. operates a technology platform that enables digital payments for merchants and consumers worldwide.
Market Cap
$38.4B
Pitch Price
$45.81
Price Target
N/A
Dividend
1.34%
EV/EBITDA
5.15
P/E
7.71
EV/Sales
1.14
Sector
Financial Services
Category
turnaround
$PYPL: Strong Numbers, Wrong Time to Change the Captain
PYPL (overview): FY25 rev $33.2B (+4% YoY), TM dollars $14.2B (+6%), EPS $5.31 (+14%) aided by $6B buyback. Venmo rev $1.7B (+20%), enterprise payments growing double digits. BUT branded checkout +1% Q4 (vs +5% Q3) - core profit driver decelerating. CEO Chriss out, HP's Lores in - execution change mid-transformation. 2026 EPS guide flat to slightly down, 3pp TM headwind from investments. Author sold 40% on leadership risk despite solid fundamentals.
Read full article (6 min)